Chris Egan, Cfa
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Chris Egan, Cfa Email & Phone Number

Director, Investment Research and Analysis Group at Brighthouse Financial
Location: Greater Boston, United States 7 work roles 1 school
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Current company
Role
Director, Investment Research and Analysis Group
Location
Greater Boston, United States
Company size

Who is Chris Egan, Cfa? Overview

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Quick answer

Chris Egan, Cfa is listed as Director, Investment Research and Analysis Group at Brighthouse Financial, a with 1408 employees, based in Greater Boston, United States. AeroLeads shows a matched LinkedIn profile for Chris Egan, Cfa.

Chris Egan, Cfa previously worked as Senior Portfolio Analyst- Investment Research and Analysis Group at Brighthouse Financial and Senior Portfolio Analyst at Brighthouse Financial. Chris Egan, Cfa holds Bachelor'S Degree, Major: Finance Minor: Management, 3.5 Gpa from Bridgewater State University.

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Email format at Brighthouse Financial

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Brighthouse Financial

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Profile bio

About Chris Egan, Cfa

Dedicated Research Analyst with strong quantitative, analytical, and problem solving skills. Excellent written and oral communication skills and the ability to multi-task, prioritize and to function both independently and as part of a team. Experience and competence in the following areas:• External Mutual Fund Manager Selection• Fundamental Equity Research• Financial software (Factset, Morningstar, Windham, Bloomberg, SEI systems)• Asset Allocation• Portfolio Management• Microsoft Office Programs (Excel, Word, Powerpoint, Access & Outlook)

Current workplace

Chris Egan, Cfa's current company

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Brighthouse Financial
Brighthouse Financial
Director, Investment Research and Analysis Group
Boston, MA, US
Employees
1408
AeroLeads page
7 roles

Chris Egan, Cfa work experience

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Research Analyst- Investment Management Group

Boston, Massachusetts

• Worked alongside Director of Research on a variety of analytical tasks including mutual fund selection/monitoring, quantitative analysis, Asset Allocation, & fundamental equity research.• Covered the Consumer Staples, Consumer Discretionary & Financials Sectors for our in-house Large Cap Blend & Mid Cap Growth products.

Feb 2016 - May 2023

Research Assistant- Investment Management Group

Hanover, Massachusetts

• Supported Director of Research in mutual fund research, coordination of portfolio activities, gathering information & systemizing said information, & maintaining knowledge of investment research technology.• Promoted in 1.5 years due to investment knowledge & capabilities far exceeding initial expectations.

Oct 2014 - Feb 2016

Investment And Trust Administrator- Investment Management Group

Hanover, Massachusetts

• Supported two Relationship Managers (~500 accounts) with the day-to-day operations/management of client portfolios. Developed strong relationships with clients & served as liaison with their other advisors.• Recognized by peers as a quick-learner, self-starter & self-motivated person with organization & prioritization skills that helped me succeed & improve processes in a fast-paced environment.

Apr 2013 - Oct 2014

Teller Ii- Retail

Hanover And Marshfield, Ma

• Established strong relationships with many customers/co-workers. Helped spread new ideas & more effective/efficient ways of handling tasks in each of the 11+ branches I worked in over 3 years. • Earned excellent marks on performance reviews, with citations for excellence in the areas customer service, sales; ability to learn & master new concepts; positive work ethic; & compliance.

May 2010 - Apr 2013
Team & coworkers

Colleagues at Brighthouse Financial

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1 education record

Chris Egan, Cfa education

FAQ

Frequently asked questions about Chris Egan, Cfa

Quick answers generated from the profile data available on this page.

What company does Chris Egan, Cfa work for?

Chris Egan, Cfa works for Brighthouse Financial.

What is Chris Egan, Cfa's role at Brighthouse Financial?

Chris Egan, Cfa is listed as Director, Investment Research and Analysis Group at Brighthouse Financial.

Where is Chris Egan, Cfa based?

Chris Egan, Cfa is based in Greater Boston, United States while working with Brighthouse Financial.

What companies has Chris Egan, Cfa worked for?

Chris Egan, Cfa has worked for Brighthouse Financial and Rockland Trust.

Who are Chris Egan, Cfa's colleagues at Brighthouse Financial?

Chris Egan, Cfa's colleagues at Brighthouse Financial include Yong Jiang, Fsa, Kristina Sieh, Jessica Tison, Ray Zhung, and Yenia Palombella.

How can I contact Chris Egan, Cfa?

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What schools did Chris Egan, Cfa attend?

Chris Egan, Cfa holds Bachelor'S Degree, Major: Finance Minor: Management, 3.5 Gpa from Bridgewater State University.

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